Sales Support

Roles & Responsibilities

• Work with Regional Sales Managers to prospect and develop target accounts.
• Maintain high levels of contact with advisers, via telephone, fact find and understand their business needs.
• Plan and implement bespoke campaigns and sales/marketing initiatives to fully maximise new business opportunities.
• Work with Multi Asset Events Co-ordinator & Business Intelligence Manager on events preparation, target clients and delivering sales campaigns.
• Support and deliver competitor analysis.
• Attend Roadshows and Multi Asset and Managed Portfolio Service events.
• Work closely with Line Manager to support the broader client bank, which will include National firms, Wealth Managers/DFM and single strategy buyers.
• Build and maintain effective relationships with internal stakeholders, will include Marketing, Risk, Fund Managers, Multi Asset Support and the wider distribution team.

Background & Experience

• Knowledge of the intermediary sales process.
• A thorough understanding of Salesforce.
• A good understanding of the competitor marketplace.
• Knowledge of products offered by our firm.
• Ideally proven sales track record, specifically within Asset Management/Financial Services.
• A self-starter with strong communication and presentation skills coupled with the ability to work independently and engage effectively with clients at all levels.
• Good understanding of compliance procedures.
• Word, excel and PowerPoint.

Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted.